Correct a billable expense
Goal
Correct a mistaken capture when there is no in-place edit API for billable expense rows.
Who it is for
billable_expenses.manage.
Preconditions
- Understand the row Status (Unbilled, Billed, Written off).
Steps
- Unbilled, wrong data: if write-off is allowed, Write off the bad row, then Capture expense again with the correct customer/cost/markup. If write-off is disabled, ask an admin to enable Allow write-off or leave the row and capture a correcting entry per your internal policy.
- Unbilled, pending approval: resolve approval (or wait for rejection) before billing; do not expect header edit on the list row.
- Billed: do not edit the expense. Issue a sales credit note for the invoice; BlueMatrix returns the expense to Unbilled, then rebill or write off as needed.
- Catalog corrections (categories, reject reasons) are edited under Billable expenses setup, not on the expense row.
Result
The queue stays accurate without mutating immutable billed links incorrectly.